hussmanfunds.com - 11/9/2008
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November 10, 2008 How Low, How Bad, How Long? John P. Hussman, Ph.D. All rights reserved and actively enforced. Reprint Policy With the S&P 500 down nearly 40% from last year's highs, and now trading modestly above 10 times last year's peak earnings level, I continue to view stocks as ...
hussmanfunds.com - 11/3/2008
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hussmanfunds.com —
November 3, 2008 Value Dinosaurs John P. Hussman,
Ph.D. All rights reserved and actively enforced. Reprint Policy...
2008 Capital Gains Distributions: The Hussman Funds generally pay capital gains distributions in November of each year. As our long-term ...
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Weekly Market Comment: Value Dinosaurs - November 3, 2008
clusterstock.com - 11/3/2008
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clusterstock.com —
GranthamS&Pprofitmargins.png The good news: The S&P 500 is
trading near fair value. The bad news: If the...
current post-bubble low follows previous post-bubble lows, the S&P 500 will probably bottom around 600. First things first, however: Long-term ...
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Likely S&P 500 Bottom: 600, Down 40% From Here
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First Snow Of The Season
Random Roger —
Hussman Funds - Weekly Market Comment: How Low, How Bad, How Long? - November 10, 2008 It started out as hail but is now snow, very cool. Hussman is out early if you are interested.
Monday morning links
The Mess That Greenspan Made —
TOP STORIES Fed, Treasury revamp AIG support - MarketWatch China Unveils Sweeping Plan for Economy - NY Times Fed Defies Transparency Aim in Refusal to Identify Bank Loans - Bloomberg Circuit City files for bankruptcy - Reuters Three-Month Dollar Libor Falls to Lowest Since 2004, BBA Says - Bloomberg Dems Target Private Retirement Accounts - Carolina Journal DHL Cuts 9,500 Jobs and Closes Service Centers - NY Times MARKETS/INVESTING Gold climbs as commodities rally on China - Reuters Oil jumps above $64 on ...
Wahoo Wha??
World Beta - Engineering Targeted Returns and Risk —
... is without peer in his understanding of market forces and human foibles. He is also, arguably, the funniest serious writer in America. also on the way: Quantitative Strategies for Achieving Alpha ---- It looks like the adult VC shop AdultVest is having a good year. That is no surprise with the domain vibrators.com going for a million bucks. (Hat Tip: KP) ---- Some recent commentary from Hussman. ---- Whenever you hear "the death ...
Searching for the Bottom: Valuation
A Dash of Insight —
What a difference a day makes. There are varying interpretations for today's rally.
Oversold bear market bounce -- a popular view.
News flow on mark-to-market and changes in the uptick rule -- we doubt it.
A reaction to fundamentals -- Doug Kass's viewpoint, and therefore deserving respect. ...
Searching For The Market Bottom: The Valuation Debate
Daily Markets —
Searching For The Market Bottom: The Valuation Debate By Jeffrey Miller on March 11, 2009 | More Posts By Jeffrey Miller | Author's Website What a difference a day makes. There are varying interpretations for Tuesday’s rally. The Valuation Question In normal times stocks react to asset allocation decisions based upon relative valuations of the various asset classes. This has certainly not been a normal time. The climate of fear has generated redemptions from hedge funds and mutual funds. Even companies with solid earnings have moved lower, as everything got sold. The reason is that no one knows what is ...
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U.S.
bloomberg.com 11/18/2008 — S&P 500 Index's `Retest' of Low Fails to Spur Rally (Update1) By Elizabeth Stanton Nov. 18 (Bloomberg) -- The Standard & Poor's 500 Index is poised to extend this year's 42 percent drop after a rally from last week's five-year low lasted just one day, ...
A 40-Year Look
crossingwallstreet.com 11/20/2008 — The S&P; 500 closed at a 68-month low today. Given that the CPI report came out today, here’s an interesting stat. Adjusted for inflation, the S&P; 500 has advanced just 23.9% in 40 years. Annualized, that’s 0.54%.
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hussmanfunds.com 5 days ago — November 30, 2009 Reckless Myopia John P. Hussman, Ph.D. All rights reserved and actively enforced. Reprint Policy I was wrong. Not about the implosion of the credit markets, which I urgently warned about in 2007 and early 2008. Not about the ...
Weekly Market Comment
hussmanfunds.com 5/25/2009 — May 25, 2009 Market Internals Suggest Heightened Concern John P. Hussman, Ph.D. All rights reserved and actively enforced. Reprint Policy Straight to the chase our measures of market internals have somewhat unexpectedly broken down in recent ...
Tracking the bear: How bad could it get? - Feb. 25, 2009
money.cnn.com 2/26/2009 — NEW YORK (Fortune) -- Don't let Tuesday's rally fool you. While the Dow roared back more than 236 points and the S&P 500 gained 4%, Monday's 12-year lows showed that this bear market may still grow bigger and meaner. To start the week, both the S&P ...
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